Financial Advisor

Chartwell Investment Partners

Remote
**
Client relationship management
Financial review process
Trade execution and rebalancing
** Chartwell Investment Partners is seeking a remote Financial Advisor who is client-focused and eager to build strong relationships through personalized service. The ideal candidate should be competent, coachable, and possess a positive attitude, with essential duties involving managing client relationships and preparing financial reports. **

Job Summary

  • The Financial Advisor fosters and deepens client relationships throughout the financial review process.
  • Essential duties include managing and deepening client relationships, supporting firm growth, entering trades, and preparing financial reports.
  • The role requires active engagement in training and professional development to stay current on firm and industry policies.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a remote Financial Advisor who is client-focused and eager to build strong relationships through personalized service. The ideal candidate should be competent, coachable, and possess a positive attitude, with essential duties involving managing client relationships and preparing financial reports. **

Skills & Requirements

Must-have

  • Client relationship management
  • Financial review process
  • Trade execution and rebalancing
  • Client meeting preparation
  • Marketing and client events

Nice-to-have

  • Client-focused team
  • Service-oriented
  • Coachable attitude
  • Positive attitude

Key Requirements

  • Bachelor's degree in Finance
  • 7 to 12 months of general experience
  • SIE, Series 7, Series 63, 65 and/or 66 licenses
  • Proficiency in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter